Change Management

Falls

  • Optimizing the change management is the key to the success of any Salesforce implementation
  • Changes are a regular affair when you are bringing in new features/enhancements into your implementation 
   graph TD;
        A[Finding the Need for the Change]-->B[Define Change Scope];
        B-->C[Assign Priority to the Change you are bringing in.\n How it enhances/affects current implementation];
        C-->D[Submit the change to the Change Approval Board - CAB];
        D-->E[Change got approved by CAB];
        E-->F[Perform the change];
        F-->G[Regression test the change];
        G-->H[Change Manager Approves the implemented change.\n Records that change was successful,\n timely, accurately estimated, within budget, and other details ]

Using Atlassian Change Management

Confluence CM

  • A project member requests a change. They provide the details like the affected systems, possible risks, and expected implementation.

  • The change manager or peers determine if the change will be successful. They may ask for more information in this step.

  • After review, the team plans how to put the change in place. They record details about:

    • the expected outcomes
    • resources needed
    • timeline
    • testing requirements
    • undo : ways to roll back the change

  • Depending on the type of change and risk, a change approval board (CAB) may need to review the plan.

  • The team works to implement the change, documenting their procedures and results.

  • The change manager reviews and closes the implemented change.

    • They note whether it was successful, timely, accurately estimated, within budget, and other details.

cm-2

Roles

Change Manager (CM)

  • A Change Manager (CM) is a trusted advisor that addresses the people side of change.
  • A CM’s primary goal is to help define a clear vision for change and assist in designing a plan that will drive faster adoption, increase utilization of and proficiency with the changes that impact an organization or business.

Project Manager

  • Primary point of contact
  • Manages Project Plan, Organization, delivery within budget and schedule
  • Escalation point for the project team and stakeholders
  • Monitor project alignment and goals

Product Owner

  • Primary point of contact for Development team
  • Defines product roadmap and vision
  • Manages product backlog
  • Oversees and evaluates development stages and progress

References

Videos